Fund overlap

DSP Large & Mid Cap Fund vs DSP ELSS Tax Saver Fund

Fund A

DSP Large & Mid Cap Fund

DSP Large & Mid Cap Fund - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · DSP Mutual Fund

Fund B

DSP ELSS Tax Saver Fund

DSP ELSS Tax Saver Fund - Direct Plan - IDCW

Open Ended Schemes(Equity Schemes - ELSS- Tax Saver Fund) · DSP Mutual Fund

Overlap

57.0%

Shared holdings
51
Holdings in A
71
Holdings in B
60

Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.

Shared holdings

The 10 largest of 51 shared holdings, ordered by the smaller of the two weights.

HoldingDSP Large & Mid Cap FundDSP ELSS Tax Saver Fund
ICICI Bank Limited8.44%9.69%
HDFC Bank Limited7.81%8.97%
Axis Bank Limited5.88%7.97%
State Bank of India3.18%5.59%
Kotak Mahindra Bank Limited2.49%3.89%
Bharti Airtel Limited2.13%3.37%
Max Financial Services Limited1.98%2.06%
Coforge Limited1.77%1.60%
Indus Towers Limited1.74%1.55%
SBI Life Insurance Co Limited1.49%1.53%

Data as of 30 Sept 2026

Method: weighted Jaccard

Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.